Unclaimed
Maryanne Morrissey is a financial advisor with Janney Montgomery Scott LLC, with an office in Philadelphia, PA. Maryanne has been in the financial services industry since 1994, and is a Certified Financial Planner. Maryanne has worked with clients at several firms throughout her career, including Citigroup Global Markets Inc, Legg Mason Wood Walker, Incorporated, Donaldson, Lufkin & Jenrette Securities Corporation, Smith Barney Inc and F.J. Morrissey & Co., Inc. Maryanne is registered to provide financial advice in Arkansas, California, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
11/22/2019 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
02/21/2006 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (BRYN MAWR PA)
MD
01/07/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NJ
08/28/1997 - 01/10/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
03/20/1996 - 08/22/1997
SMITH BARNEY INC. (NEW YORK NY)
PA
10/21/1994 - 03/27/1996
F.J. MORRISSEY & CO., INC. (PHILADELPHIA PA)
BC
Issued 05/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/01/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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